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 How do I Manage Customer Types? (Manage Customer Type)

 How do I Manage Customers? (Customer | Manage Customer Info)

Customer Type Management

How do I add a Customer Type?

This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

  1. Find manage Customer Types under Customer Management on the menu at the top.
  2. Click Add New... on the "fly out" menu
  3. Enter customer type
    ie: Builder or Custom customer. This can be any type of customer you wish. This will help you with reporting later.
  4. Enter Customer Type Description
  5. Click on Submit Button

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How do I modify a Customer Type?

This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

  1. Find manage Customer Types under Customer Management on the menu at the top.
  2. Click on it to bring up the Customer Type Administration Page.
  3. Click on the on the right side of the page
  4. Modify the information
  5. Click on Submit Button

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How do I delete a Customer Type?

This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

  1. Find manage Customer Types under Customer Management on the menu at the top.
  2. Click on it to bring up the Customer Type Administration Page.
  3. Click on the on the right side of the page
  4. Confirm Deletion.

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Customer Management

How do I add a Customer Type?

This is performed from the admin interface. Remember, you have to have permission from the administrator to access this area.

  1. Find manage Customer Types under Customer Management on the menu at the top.
  2. Click Add New... on the "fly out" menu
  3. Enter customer type
    ie: Builder or Custom customer. This can be any type of customer you wish. This will help you with reporting later.
  4. Enter Customer Type Description
  5. Click on Submit Button

Back to Top

How do I modify a Customer Type?

This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

  1. Find manage Customer Types under Customer Management on the menu at the top.
  2. Click on it to bring up the Customer Type Administration Page.
  3. Click on the on the right side of the page
  4. Modify the information
  5. Click on Submit Button

Back to Top

How do I delete a Customer Type?

This is performed from the admin interface. Remember, you have to have permission from the administrator to access this option.

  1. Find manage Customer Types under Customer Management on the menu at the top.
  2. Click on it to bring up the Customer Type Administration Page.
  3. Click on the on the right side of the page
  4. Confirm Deletion.

Back to Top

Back to Top
 
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